Jeffrey Jordan Email & Phone Number

Los Angeles, CA, US

Beverly Hills, California, United States

Los Angeles, California, United States

• Perform day-to-day AR and AP functions in a timely fashion, while accurately recording each transaction.
• Monitor bank and credit card activity to ensure all client accounts are properly funded.
• Generate monthly financial statements for each client and work to resolve any discrepancies found.
• Organize and file all documentation relating to client’s businesses, while reviewing for accuracy.
• Complete month-, quarter-, and year-end close tasks within given deadlines.
• Collaborate with internal and external partners to ensure any client issues are resolved.

Greater Los Angeles Area

• Provided support to two touring agents, prioritizing the needs of two separate rosters of clients.
• Compiled and analyzed performance offers in order to present to the client along with guidance as it related to their touring plans.
• Managed and tracked the flow of documentation and payments relating to client performances, ensuring both are received according to agreed-upon terms.
• Successfully launched tour announcements and on-sales, while coordinating with buyers and venues across the country.

Greater Los Angeles Area

• Provided support to the head of the International Touring department and routinely handled high-profile client matters.
• Prioritized and responded to a high volume of internal and external requests, while escalating those that needed more attention.
• Contracted client performances and actively followed up for signed documents and related payments.
• Performed administrative tasks such as answering phones, preparing materials for meetings and managing calendars.

Greater San Diego Area

• Supervise monthly close tasks associated to contract review within accounts receivable department
• Perform sales contract review and analyze complex terms to ensure proper revenue recognition and billing
• Supervise certain system automation projects to improve overall efficiency and accuracy
• Work with other accounting teams, including revenue and professional services on various issues, tasks and special projects assigned

Greater San Diego Area

• Approve sales orders in our financial system, SAP
• Analyze credit reports and financial statements to determine the credit-worthiness of new customers and resellers
• Work across departments to address non-standard billing terms and ensure proper coding
• Reconcile sales orders to actual billings on a monthly basis
• Assist with the continuous automation of our OTC process

Greater San Diego Area

• Input and review orders in our financial system, SAP
• Review and process invoices generated from our regular sales orders
• Interface with the Sales Department and customers on a daily basis and assist in the resolution of inquiries as they relate to invoices, sales orders and other issues as they arise
• Assist finance/accounting team on monthly closing, audit, tax and other projects/tasks related to AR

Greater San Diego Area

• Prepare correspondence to insurance companies, physicians and other health care professionals on behalf of patients
• Contact patients with insurance benefit information and arrange co-pay payments
• Work from various lead lists to engage current customers
• Close leads and process orders in a timely matter

Greater San Diego Area

• Call new leads to collect necessary health information to move them through the sales pipeline
• Follow up with medical offices to obtain proper documentation regarding patients
• Work with third-party distributors on referral patients
• Assist the Northeast Sales Team as needed

Bachelor'S Of Science, Business Administration

Activities and Societies: Rising Scholars, Club Baseball, SIGNALDual Concentration in Finance and International Business

Study Abroad Program